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Customer experience | Sales, Customer Insights,...
Suggested answer

Note Type field

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Posted on by 5

In "Collaboration Notes", "Note Type" drop down (pick list),  can an additional options be added?

Are these customizable or are these out the box options. For example, currently one of the picklist selections is "Next Step" , can add or modify that from "Next Step" to "Final Step" ?

  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: Note Type field

    Hi,

    What D365 app are you using?

  • Guido Preite Profile Picture
    54,077 Moderator on at
    RE: Note Type field

    can you post a screenshot?

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